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Onchain Insights: Charts this Week

Pons Launchpad: a generational run

“I’ve personally never seen anything like this where we go 0 to 100 in this short amount of time.” — Pons founder

Pons is a non-custodial launchpad for fixed-supply tokens on Robinhood Chain.

DefiLlama’s tracked activity starts July 14th when Pons was pulling in ~$150k in daily fees.

A week later, daily fees had already crossed $1m. Yesterday, Pons brought in $4.89m in fees, a 31x increase in seven weeks.

Current data snapshot:

  • $31m in 30d fees

  • $6m in 30d revenue

  • $375m in 30d DEX volume

  • 4.03 P/S

  • 0.79 P/F

Pons V2 generated the majority of fees and uses a bonding curve for initial token launches that graduate into a Uniswap V4 pool. Fee/buyback split is configurable per token by the creator, but a portion of each launch goes to buying back and burning PONS tokens.

The protocol ranks #2 across the entire Launchpad category in fees earned over the last 30 days, behind Pumpfun.

fomo: a social trading growth machine

fomo is a mobile-first trading app merging token swaps, social feeds, leaderboards and copy-trading.

The gasless app is crypto’s newest onboarding channel, adding 30,000 new users per day and hosting 1.2m monthly active users in August.

In the last 30 days fomo crossed $1.1b in both DEX and perp volume, more than double each metric MoM. Yesterday, fomo crossed $1m in daily fees for the first time.

fomo experienced two outages in August. The first coincided with a token (CATE) flash crash and drew accusations of manipulation, which fomo attributed to a traffic surge.

Following the second outage, fomo announced the acquisition of Mobulaio’s onchain data-indexing tech and team for $17M, bringing in Mobula's founder and CTO to build data infrastructure in-house.

Despite fomo’s strong growth, Axiom Pro is still out-earning it on a 30d basis.

Inside the DefiLlama Pre-IPO dashboard

The Pre-IPO dashboard tracks 182 active private companies with their latest funding dates, estimated current valuations, raise data and the current valuation premium.

The Premium is the dashboard’s core signal for whether secondary markets are pricing a company above or below its last official round.

Filter by sector to compare cohorts, sort by valuation and get detailed funding charts on secondary markets.

If there’s an active perp venue for the Pre-IPO stock, you’ll find it in the Perpetual Markets table by selecting a stock and scrolling down. Download any table as a CSV to do further research, or simply ask LlamaAI to do it for you.

AI companies hold more than 50% of the total valuation share. Anthropic and OpenAI maintain the largest valuations while ByteDance’s estimated valuation is nearly $600b, up 160% from its latest funding round.

Fun fact: half of the top 10 largest valuation drawdowns are in the web3 sector, valued at only 10-20% of their latest funding round.

LlamaAI

Ask LlamaAI

What are the fastest growing protocols on Robinhood Chain?

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DefiLlama Research

Schedule a call with our analyst team at DefiLlama Research for more market insights and to explore our market intelligence tools.

Bitcoin spent the first eighteen days of August going nowhere, trading between $62,000 and $66,000. On August 19 it broke out, and by the 25th it had touched roughly $81,500. That's close to 27% from the breakout base, one of the sharpest weeks in the past five years.

These two verticals are new and growing fast, but as seen many times in crypto, growth in market capitalization and trading volume don’t necessarily correspond to long-term anti-fragile adoption. Do stocks on crypto rails have product-market fit so far?

Market Overview

7d Net Flows by Chain

Yield Watch This Week

Ask LlamaAI

What are the top yields this week?

Which pools are increasing in APY, which pools are decreasing, and what are the top pools?

Show me the yields

New on DefiLlama

The next DeFi summer will be… RWA season?

The industry’s first continuously updated token rating standard

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